Turning Volatility into a Friend
Turning market volatility into a friend requires conviction. When markets lose confidence, it translates into selling stocks without bothering about intrinsic value. […]
Twin Worries Return
The twin deficit problem is not new to India. Whenever we had adverse forex flows, very high crude prices, falling exports or […]
The Game of Flows
Are our markets now completely in sync with global markets? Or are we seeing FII selling even though global markets are showing […]
Multi-Asset Strategy: Build an All Weather Portfolio
What is a Multi-asset strategy? Multi-asset strategy broadly refers to the use of many asset classes to diversify risk in a portfolio. […]
Rising Interest Rates, Inflation & Your Money
What is inflation? Inflation represents how much more expensive the goods and/or services have become over a specified period. It is a […]
Sentiment Slumps
The markets fell without much relief throughout the week. The selling was persistent, ending the week on a very difficult note. Sales […]
Reality Dawns
Preparation for rapid change in macroeconomic conditions is an intrinsic part of investing. Every investor must always stay reasonably prepared for big […]
The Shrinking Wealth Effect
The years 2020-22 were indeed most remarkable for asset classes. We had gold prices staying in a strong band, bonds appreciating as […]
Happening Times Ahead
The past month lived up to the wild card prediction “Sell in May and go away” for market traders. But, investing needs […]
PSU as an Opportunity
PSUs always offer value since the markets discount the fact that Government ownership makes it hard to be nimble at decision making, […]
Focus on What You Want
Every market bounce is getting sold. Investors are making a quick rush for the exit door every time the markets go up. […]
When Opportunity Knocks
The markets fell ten days in a row without respite. Investors waited for a bottom, watching most of the time. Then, when […]